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Baltimore-Washington Financial Advisors’s Xcel Energy XEL Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$32K – 335
2014
Q2 		$32K Buy
+1,000
New +$31K 0.01% 184
2014
Q1 		– Sell
-1,000
Closed -$28K – 296
2013
Q4 		$28K Buy
+1,000
New +$28.2K 0.01% 194

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baltimore-Washington Financial Advisors's XEL Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Xcel Energy (XEL) in Q3 2014, closing a stake of 1,000 shares — an estimated $32K sold.

Baltimore-Washington Financial Advisors first reported a position in XEL in Q4 2013 and held it in 2 quarters. The position peaked at $32K in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Xcel Energy position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,000 Xcel Energy shares in Q3 2014, an estimated $32K.
  • Baltimore-Washington Financial Advisors first reported a position in Xcel Energy in Q4 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Xcel Energy position peaked at $32K in Q2 2014.
  • 519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.